Data Analytics Practical Course (virtual option)

THE INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS OF KENYA
(Established under the Accountants Act, Laws of Kenya)

Data Analytics Practical Course (virtual option)
Theme: Driving Strategic Insights Through Data Visualization & Analytics
15th – 16th October 2025
Time: 9: 00 Am – 3: 30 Pm
Venue: Virtual Delivery

Overview

In today’s digital finance landscape, accountants and finance professionals are increasingly required to move beyond static spreadsheets and adopt dynamic tools that provide real-time insights. Power BI has emerged as a leading solution for transforming raw data into meaningful, interactive dashboards that empower decision-makers with clarity and confidence.

This training is designed to equip accountants and other professionals with practical skills in Power BI – from connecting to diverse data sources and preparing financial data, to modelling, analysing, and presenting it through professional dashboards. Participants will learn how to automate repetitive reporting tasks, create drill-down financial insights, and present management-ready visualizations that support strategic planning and performance monitoring.

While Excel remains central for financial reporting, Power BI provides the modern accountant with extended capabilities for data analytics, visualization, and storytelling, ensuring finance professionals remain agile, efficient, and future-ready.

 LEARNING OBJECTIVES

By the end of the training, participants will be able to:

• Understand the fundamentals of Power BI Desktop and its application in finance.
• Connect, clean, and prepare financial and operational data for analysis.
• Build robust data models that support accurate and consistent reporting.
• Apply DAX measures for key performance indicators and financial analysis.
• Design interactive dashboards that present financial and business insights effectively.
• Appreciate how Power BI complements existing Excel-based workflows.

 TOPICAL FLOW

1. Fundamentals of Power BI for Financial Reporting
   • Navigating Power BI Desktop
   • Positioning BI as a decision-support tool in accounting
2. Financial Data Connectivity and Preparation
   • Importing data from Excel, ERP systems, and databases
   • Cleaning and transforming data using Power Query
3. Essentials of Financial Data Modeling
   • Structuring relationships and hierarchies
   • Building models for consistent reporting across periods and entities
4. Core DAX Concepts for Financial Analysis
   • Creating measures for KPIs, ratios, and variance analysis
   • Applying time intelligence (e.g., YTD, prior year comparisons)
5. Best Practices in Financial Visualization and Reporting
   • Selecting visuals for KPIs, trend analysis, and variance reporting
   • Enhancing dashboards with interactivity (slicers, drill-throughs, tooltips)
6. Building Interactive Dashboards in Power BI Desktop
   • Integrating financial and operational insights into a cohesive dashboard
   • Demonstrating end-to-end automation of a management report
   • Brief overview of sharing and publishing options

**You will be required to have a laptop since all sessions are practical**

Target Audience

Accountants, Data Analysts, Business Analysts, Data Scientists, or related roles Marketing Professionals, Project Managers, Human Resources Professionals, academia, among others.

 CPD Units:

Members who attend the course training in full will earn 10 Structured CPD Units.

Financial Commitment:
The course charges are Kshs. 10,000. Charges will cater for  learning materials, and e-certificates of attendance.

National Industrial Training Authority (NITA) Reimbursement

The Institute is registered as a trainer with National Industrial Training Authority (formerly Department of Industrial Training -DIT). The Institute’s registration number is DIT/TRN/47. Participants who are registered levy contributors should apply to NITA for reimbursement of their fees. Please note that this is applicable for Kenyan citizens only and subject to NITA regulations. Remember that to qualify you should apply to NITA for approval prior to the date of the conference. Further details can be obtained from their website (www.nita.go.ke ).

For more information or enquiries please call 0714 074100 or email to marketing@icpak.com.

We encourage members to regularly visit www.icpak.com  for updates.